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Meridian Wealth Advisors’s Fidus Investment FDUS Stock Holding History

Meridian Wealth Advisors’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-4,000
Closed -$47K – 220
2018
Q4 		$47K Buy
+4,000
New +$54.5K 0.04% 258

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Meridian Wealth Advisors's FDUS Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of Fidus Investment (FDUS) in Q1 2019, closing a stake of 4,000 shares — an estimated $47K sold.

Meridian Wealth Advisors first reported a position in FDUS in Q4 2018 and held it in 1 quarter. The position peaked at $47K in Q4 2018. 75 funds tracked by Wall St. Rank hold FDUS as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining Fidus Investment position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 4,000 Fidus Investment shares in Q1 2019, an estimated $47K.
  • Meridian Wealth Advisors first reported a position in Fidus Investment in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's Fidus Investment position peaked at $47K in Q4 2018.
  • 75 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.